What problem does the market have that your company solves? How big is the addressable market? How do your sell your solution into the market? Who are your competitors? How much capital do you need, how will you use it and how long will it last?
2. Product, People, Payments
Think with spreadsheets:
Revenues Pricing Costs of goods Sales channels Marketing expenses Product development Commissions & sales fees Customer service Finance & accounting Taxes and benefits Capital expenditures
3. Granular & Global
Core team? Sales, tech, and operations personnel? Outsource resources vs. in house? Systems for sales, payroll, customer service, marketing?
Key expenses as a percent of revenue? Customer acquisition costs? Churn? Lifetime value of customer? Repeat purchases?
4. Timeline & Triggers
Product versions
Market launches
Key hires
Revenue goals
Capital expenditures
Breakeven
Capital raises
Facility plans
Advisors & Board additions
We build real world plans around products, people, and money - short term and long term. So you can avoid dangerous surprises and do right by your company and loved ones.